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Descriere

ClientiApp - Client management
A powerful CRM app for salesman, self employed, and in general anyone who need to manage clients. Client registry, maps, GPS navigation, activity logs, paper document archiving.

Customer registry
Adding a new customer is easy and straightforward, insert only the fields you need (even just the name). You can add custom fields if the default ones are not enough. You can also add customers while on the go, the GPS will set the location automatically.
You can also assign tags and zones, search by name, search by address or any other field you've specified.

Plan your visits
Find your customers on the map and get street directions to them

Keep track of all the things you've done with your customers

Each customer has its own "activity log" in which you can write small notes, events, reminders, everything you may need to remember and record. You can also take picture of paper documents

Online synchronization (PRO ONLINE version)

Keep your data synchronized across multiple devices. Access the online web service via any modern browser where you can manage the customers exactly as you do on the app

Other features available on the PRO and PRO ONLINE versions

• Migrate all your data on another device moving just one single file
• Make backups of all your data and store them safely on another media
• Take pictures of documents, archive them and share them!
• Create sale notes and generate sales reports!
• Import clients from a CSV file
• Search customers by name, phone, address or any other fields. Search notes as well
• Categories for notes
• Integration with your calendar app
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  • Versiune: 3.5.3
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